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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,096 | $88,815-86.4% | $81,882-85.2% | $145,897-91.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.52% | 1033.75%-1016.2pp | 779.47%-762.0pp | 552.29%-534.8pp |
| Employer contribution / active EE | $3,584 | $3,086+16.1% | $2,916+22.9% | $4,663-23.1% |
| Participant deferral / active EE | $4,059 | $4,647-12.7% | $4,323-6.1% | $6,689-39.3% |
| Admin fee / account holder | $45 | $8,434-99.5% | $7,360-99.4% | $13,390-99.7% |